Investor
Jupiter Wealth Management LLC
CIK 0001774207 · filed 2026-05-14 · SEC filing
13F book
$253M
Positions
90
11 new · 5 sold
Largest name
15.1%
Alphabet Inc
Est. mark
$17.2M
Price effect on 79 names still held. Flow $11.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 95.2K | $38.3M | 15.1% | $8.75M | Added$9.45M |
| Nvidia Corp | NVDA | 70.3K | $15.9M | 6.3% | $2.64M | Added$3.17M |
| Apple Inc. | AAPL | 52.6K | $15.7M | 6.2% | $1.85M | Added$2.69M |
| Microsoft Corp | MSFT | 35.3K | $14.3M | 5.7% | $118.9K | Cut−$667.9K |
| Broadcom Inc. | AVGO | 30.2K | $12.6M | 5.0% | $2.37M | Added$3.41M |
| Morgan Stanley | — | 57.3K | $11.1M | 4.4% | $1.44M | Added$1.74M |
| Spdr S&P 500 Etf Tr | — | 14.7K | $10.9M | 4.3% | $871.9K | Added$1.18M |
| Amazon Com Inc | AMZN | 36.3K | $9.8M | 3.9% | $2.26M | Added$3.4M |
| Berkshire Hathaway Inc Del | — | 11 | $8M | 3.2% | −$242.4K | Held |
| Select Sector Spdr Tr | — | 103.8K | $5.98M | 2.4% | $353.9K | Added$748.4K |
| Taiwan Semiconductor Mfg Ltd | — | 14.5K | $5.8M | 2.3% | $460.2K | Held |
| Mastercard Inc | MA | 9.99K | $4.9M | 1.9% | −$367.9K | Cut−$894.8K |
| Johnson & Johnson | JNJ | 20.7K | $4.77M | 1.9% | −$292.4K | Held |
| Meta Platforms, Inc. | META | 7.47K | $4.61M | 1.8% | −$247.9K | Cut−$377.8K |
| J P Morgan Exchange Traded F | — | 90K | $4.58M | 1.8% | −$18.9K | Held |
| Berkshire Hathaway Inc Del | — | 8.51K | $4.13M | 1.6% | −$121.8K | Added−$72.2K |
| Crown Hldgs Inc | — | 39K | $3.91M | 1.5% | −$397.1K | Held |
| Home Depot, Inc. | HD | 12.9K | $3.9M | 1.5% | −$1.13M | Cut−$1.16M |
| American Tower Corp New | — | 19.8K | $3.45M | 1.4% | −$284.1K | Held |
| Invesco Exchange Traded Fd T | — | 17.3K | $2.91M | 1.1% | $387.2K | Added$471.2K |
| Goldman Sachs Group Inc | — | 3K | $2.87M | 1.1% | $152.6K | Held |
| Nuveen Amt Free Qlty Mun Inc | — | 240.2K | $2.78M | 1.1% | — | New |
| Ishares Tr | — | 12.2K | $2.76M | 1.1% | −$83.5K | Held |
| Citigroup Inc | — | 22K | $2.73M | 1.1% | $284.9K | Held |
| Marathon Pete Corp | — | 10K | $2.49M | 1.0% | $510.7K | Held |
| Asml Holding N V | — | 1.45K | $2.29M | 0.9% | $211.4K | Added$583.1K |
| Proshares Tr | — | 19.4K | $2.06M | 0.8% | −$140.2K | Cut−$143.6K |
| Pepsico Inc | PEP | 12.5K | $1.87M | 0.7% | −$224.1K | Held |
| Ishares Tr | — | 14.9K | $1.86M | 0.7% | −$1.21M | Added$180.3K |
| Spdr Gold Tr | — | 4.14K | $1.78M | 0.7% | −$86.6K | Cut−$538K |
| Eli Lilly & Co | LLY | 1.74K | $1.76M | 0.7% | −$39.1K | Cut−$140.8K |
| Bank America Corp | — | 34.6K | $1.72M | 0.7% | −$92.7K | Cut−$197.8K |
| Merck & Co., Inc. | MRK | 13.8K | $1.57M | 0.6% | −$79.9K | Held |
| Vanguard Index Fds | — | 2.24K | $1.53M | 0.6% | $125.3K | Cut−$657.8K |
| Walmart Inc. | WMT | 11.6K | $1.53M | 0.6% | −$25.2K | Held |
| Bunge Global Sa | BG | 12.1K | $1.52M | 0.6% | $51.6K | Held |
| Schwab Strategic Tr | — | 45K | $1.43M | 0.6% | $18.5K | Held |
| Alphabet Inc | — | 3.5K | $1.4M | 0.6% | $313.8K | Held |
| Nuveen Pfd & Income Opportun | — | 168.7K | $1.35M | 0.5% | — | New |
| Lockheed Martin Corp | LMT | 2.5K | $1.3M | 0.5% | −$293.7K | Held |
| Pfizer Inc | PFE | 50K | $1.3M | 0.5% | −$75.6K | Held |
| Neos Etf Trust | — | 22.7K | $1.22M | 0.5% | $33.7K | Held |
| Ishares Tr | — | 11K | $1.15M | 0.5% | $46K | Held |
| Global X Fds | — | 62K | $1.12M | 0.4% | $38.5K | Held |
| Wells Fargo Co New | — | 15K | $1.1M | 0.4% | −$191.4K | Held |
| Chevron Corp New | CVX | 5.8K | $1.08M | 0.4% | $6.3K | Added$759.6K |
| NIKE, Inc. | NKE | 25K | $1.06M | 0.4% | −$469.1K | Cut−$936K |
| Costco Whsl Corp New | — | 984 | $1.02M | 0.4% | $33.7K | Held |
| Ishares Tr | — | 6.5K | $987.7K | 0.4% | −$27.9K | Held |
| Exxon Mobil Corp | — | 6.5K | $985.2K | 0.4% | $8.2K | Added$235.6K |
| Netflix Inc | NFLX | 10.4K | $910.6K | 0.4% | $107.6K | Added$212.7K |
| J P Morgan Exchange Traded F | — | 16.3K | $908.9K | 0.4% | −$50K | Held |
| Republic Svcs Inc | — | 4.42K | $901.2K | 0.4% | −$76.1K | Held |
| Crown Castle Inc. | CCI | 10K | $896.2K | 0.4% | $18.1K | Cut−$508.8K |
| Invesco Qqq Tr | — | 1.25K | $893.4K | 0.4% | $57K | Added$593.1K |
| Vanguard Star Fds | — | 9.87K | $839.3K | 0.3% | $29.1K | Held |
| Mcdonalds Corp | MCD | 3K | $827.1K | 0.3% | −$112.8K | Added$162.9K |
| Micron Technology Inc | MU | 1K | $803.6K | 0.3% | — | New |
| Caterpillar Inc | CAT | 808 | $729.1K | 0.3% | $116.4K | Held |
| Phillips 66 | PSX | 4.2K | $721.6K | 0.3% | $35K | Added$370.1K |
| Disney Walt Co | — | 6.42K | $673.2K | 0.3% | $16.2K | Held |
| Ishares Tr | — | 7.5K | $667.3K | 0.3% | −$175.7K | Held |
| Ishares Tr | — | 1.68K | $621.5K | 0.2% | $64.2K | Held |
| Jpmorgan Chase & Co. | — | 1.8K | $541.7K | 0.2% | −$4.31K | Held |
| Amgen Inc | AMGN | 1.5K | $504.7K | 0.2% | −$44.6K | Held |
| Parker-Hannifin Corp | PH | 565 | $498.5K | 0.2% | −$56.4K | Held |
| Medtronic Plc | MDT | 6K | $457.3K | 0.2% | −$148K | Held |
| Schwab Strategic Tr | — | 20K | $452.4K | 0.2% | — | New |
| Crispr Therapeutics Ag | CRSP | 8.5K | $448.4K | 0.2% | $32.5K | Held |
| Lam Research Corp | LRCX | 1.5K | $443.2K | 0.2% | $96.2K | Held |
| Vanguard Specialized Funds | — | 1.82K | $416.4K | 0.2% | $3.93K | Held |
| Annaly Capital Management In | — | 18.2K | $404.1K | 0.2% | −$13.6K | Added−$1.63K |
| Goldman Sachs Etf Tr | — | 5.89K | $325K | 0.1% | $17.4K | Held |
| Virtus Dividend Interest & P | — | 21.4K | $311.9K | 0.1% | — | New |
| Alliancebernstein Natl Mun I | — | 27.2K | $302.5K | 0.1% | — | New |
| Rocket Cos Inc | — | 20K | $276.8K | 0.1% | — | New |
| Cheniere Energy, Inc. | LNG | 1.05K | $251.3K | 0.1% | $13K | Added$120.7K |
| Ishares Tr | — | 3.7K | $248.7K | 0.1% | $23.5K | Cut$18.9K |
| Dbx Etf Tr | — | 3.32K | $226K | 0.1% | $9.08K | Added$117K |
| Global X Fds | — | 5K | $152.5K | 0.1% | $16.9K | Held |
| Vanguard Index Fds | — | 1.37K | $131.8K | 0.1% | $3.63K | Held |
| Ishares Tr | — | 5.1K | $128.4K | 0.1% | −$2.45K | Held |
| Union Pac Corp | — | 479 | $126.8K | 0.1% | $1.38K | Held |
| Putnam Managed Mun Income Tr | — | 20K | $125.6K | 0.1% | — | New |
| Halliburton Co | HAL | 3K | $123.1K | 0.0% | — | New |
| Ishares Tr | — | 4.6K | $118.5K | 0.0% | −$2.44K | Held |
| Cameco Corp | CCJ | 1K | $115.4K | 0.0% | — | New |
| Toast, Inc. | TOST | 5K | $111.7K | 0.0% | −$19.1K | Held |
| Conocophillips | COP | 900 | $105.7K | 0.0% | — | New |
| Palantir Technologies Inc. | PLTR | 800 | $104K | 0.0% | $736 | Cut−$25.1K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.